See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,054 |
INVESTMENT CONSULTING GROUP2 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $39,087 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $36,499 |
Filed as: ANDERSON LOWER WHITLOW PC Service code 10 1805 STATES ST. STE 201 · BETTENDORF, IA 52722 | Accounting | $16,850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,988 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 99 W6180 AEROTECH DR · APPLETON, WI 54914 | Other Fees | $2,700 |
Service code 13 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Contract Administrator | $493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,650 | $92,090-58.0% | $106,201-63.6% | $77,671-50.2% |
| Participation rate | 49.0% | 81.0%-32.0pp | 75.3%-26.3pp | 70.6%-21.5pp |
| Annual return | 13.90% | 17.89%-4.0pp | 116.26%-102.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,149 | $3,368-65.9% | $3,170-63.7% | $2,726-57.8% |
| Participant deferral / active EE | $1,996 | $5,386-62.9% | $5,012-60.2% | $4,648-57.1% |
| Admin fee / account holder | $288 | $219+31.6% | $11,039-97.4% | $430-33.0% |